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Conga Composer and Conga Sign with Salesforce
Updated March 27, 2023

Conga Composer and Conga Sign with Salesforce

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Modules Used

  • Conga Composer
  • Conga Sign

Overall Satisfaction with Conga Composer

Conga Composer allows us to generate documents at the press of a button. It's a great tool which allows users to generate documents that pull information directly from Salesforce. We also use Conga Sign to which eliminates the use of paper documents and allows us to send documents which require a signature directly to a customer. We then get notifications and are able to report on what's been signed or not.
  • Easy document generation from Salesforce
  • Great support
  • The ability to report on transactions
  • The set up needs someone who is technically minded
  • Resolving error messages can sometimes need support
  • Documents are automatically created at the click of a button
  • Efficiency in document generation
  • Time and money saved compared to using paper documents
Once you get to grips with how documents should be formatted, the tool is excellent. There is plenty of help and support given to do this. The setup is always the most complicated part of anything, but I have found it quite simple as an admin and user. You are able to use your own company's branding too.
We have many different documents embedded across the business. The great thing is you can have the documents automatically saved to records, so you are keeping an audit as you go. Having document creation means that everyone uses consistent templates too. I have been able to make changes on the fly if there are any process changes.

Do you think Conga Composer delivers good value for the price?

Yes

Are you happy with Conga Composer's feature set?

Yes

Did Conga Composer live up to sales and marketing promises?

Yes

Did implementation of Conga Composer go as expected?

Yes

Would you buy Conga Composer again?

Yes

We are able to send documents directly to customers via email using Conga Sign, previously these documents were been printed and needed a wet signature. The document would then be uploaded manually. Using Conga Sign takes a lot of the effort out and also risk. It keeps an audit in Salesforce so we can see what has happened.